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WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$830M
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.62M
3
+$1.86M
4
EBND icon
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.26M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.21M

Top Sells

1
+$3.41M
2
+$2.34M
3
+$1.81M
4
BA icon
Boeing
BA
+$948K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$807K

Sector Composition

1 Healthcare 11%
2 Technology 10.37%
3 Industrials 8.46%
4 Financials 8.42%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$25K ﹤0.01%
825
+450
652
$25K ﹤0.01%
900
653
$25K ﹤0.01%
548
654
$25K ﹤0.01%
1,275
655
$24K ﹤0.01%
757
-399
656
$24K ﹤0.01%
1,297
+250
657
$24K ﹤0.01%
342
658
$24K ﹤0.01%
1,000
659
$24K ﹤0.01%
284
660
$24K ﹤0.01%
1,850
-10,000
661
$23K ﹤0.01%
943
662
$23K ﹤0.01%
700
663
$23K ﹤0.01%
1,311
664
$23K ﹤0.01%
340
665
$23K ﹤0.01%
1,000
666
$22K ﹤0.01%
1,286
667
$22K ﹤0.01%
500
668
$22K ﹤0.01%
725
669
$22K ﹤0.01%
+625
670
$22K ﹤0.01%
2,250
-7,300
671
$22K ﹤0.01%
242
672
$22K ﹤0.01%
888
673
$22K ﹤0.01%
479
674
$22K ﹤0.01%
424
675
$22K ﹤0.01%
225
+200
25 26
27
28 29